Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

Comprehensive data helps wealth advisors deliver next-level client service. Our patented technologies reconcile, normalize, aggregate and cleanse data to 99.9% accuracy. Seamless integration and flexible display options deliver actionable insights to improve decision-making across the enterprise.

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

Fully Reconciled Data

Centralized Data Repository

Held-Away Data Integration

Direct Custodial Feeds

Client and Advisor Reporting

360° Client View

Consolidate and normalize disparate data into a central repository

Flexible delivery options ensure seamless integration

Take advantage of extensive support for benefit-focused insurance products

Consolidate and normalize disparate data into a central repository

Enterprise data warehouse makes it easy to glean actionable insight from current and historical data. Direct and held-away data provides a full 360° view.

Step up to the only data aggregation solution that delivers every day, in every way

Practice management tools enhance productivity

Multi-functional views including Assets Under Management, Cash Balances and New Accounts
Easily identifiable growth opportunities
Global search
User-friendly client access portal

Reporting options to meet every need

Standard or customized benchmarking
Configurable report settings with ability to schedule
Flexible report kits (ability to combine multiple reports together)
Ability to view positions, cash flows and returns
Asset allocation models

Data aggregation capabilities that go beyond accurate

Data reconciliation tools provide over 99.9% accuracy
Collected from over 4,500 direct data sources plus 15,000+ additional institutions
More enriched details across position and transaction data

Ability to incorporate historical data

Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Unmatched insurance-specific insights help grow your business

Comprehensive information about the policyholder and policy details
In-depth detail such as party roles, valuation, sub-account, transaction, riders and premiums
Custom insurance screens
Vast library of insurance-specific reports

See Product Specifications

How We Can Help

Data confidence you can trust

99.9%

Level of accuracy of Broadridge data.

20K+

Custodial interfaces and third-party integrations.

20+

Years of experience in enterprise-wide data management.

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Recent Insights from the Wealth Industry

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Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

Consolidate and normalize disparate data into a central repository

Enterprise data warehouse makes it easy to glean actionable insight from current and historical data. Direct and held-away data provides a full 360° view.

Flexible delivery options ensure seamless integration

Delivered when and where you need it, via desktop, the Investigo Data Model, API and reporting modules, Broadridge Data Aggregation and Financial Reporting seamlessly integrates with any platform.